Investment services in and around Salinas

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Fernando Lopez is happy to help talk you through the specifics.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Fernando Lopez to go through more specifics! Fernando Lopez is happy to explore your timeline, your comfort with risk, flexibility, and more.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Fernando Lopez can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.